GE Credit Union members have access to our wealth advisor, Evan Kulak. Evan is our dedicated advisor with the Credit Union Wealth Group who is able to provide financial planning, investment, and wealth management services to help you achieve your short- or long-term goals. Evan works to provide you with a personalized investment portfolio and continuous management; helping to make investing clear and straightforward so you can feel more confident in your decisions. Schedule a complementary chat at your convenience (no cost or obligation) and discuss your financial goals and investments.
Members who take advantage of these services can enjoy:
● A relationship with a dedicated advisor.
● Financial planning services and interactive tools.
● Professionally managed investment portfolios.
● Retirement / 401(k) Advice
● No minimums and no commissions
Contact Evan Kulak, Wealth Advisor
Phone: (925) 331-0084
Email: evan@cuwgroup.com